DAILY UPDATE
April 12, 2019
Dear Valued Reader,

Time for a bonus article!  I usually dedicate Fridays to just sending out our Friday File for the Irregulars, but that was done early today so we're taking another look at a story from about six weeks ago... the Cabot folks were pitching an "Insurance Disruptor" stock a while back, and it tickled my fancy a bit when I covered it in a Friday File at the time, but I didn't buy.  Now there's been some more news, so I thought I'd release that teaser solution for everyone and update my thoughts a bit.  Just click below to...


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And in case you missed the Friday File email this morning, this week I have a few transactions to report in the Real Money Portfolio as well as some gloomier commentary and musing on the risks in this market and the need to hedge a little and keep a good cash position, and also share some thoughts on Boeing (BA) and updates on Kweichow Moutai (600519.CN) and Fairfax India (FIH-U.TO, FFXDF).  And I also added a comment on Disney (DIS) following that huge move this morning.  Full Friday File just a click away...



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